Marks Wealth’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-47,800
| Closed | -$6.18M | – | 40 |
|
|
2021
Q4 | $6.18M | Buy |
+47,800
| New | +$6.18M | 1.93% | 15 |
|
|
2021
Q3 | – | Sell |
-41,919
| Closed | -$5.37M | – | 39 |
|
|
2021
Q2 | $5.37M | Buy |
41,919
+581
| +1% | +$74.4K | 1.81% | 16 |
|
|
2021
Q1 | $5.19M | Sell |
41,338
-28,035
| -40% | -$3.52M | 1.7% | 20 |
|
|
2020
Q4 | $8.86M | Buy |
+69,373
| New | +$8.86M | 3.07% | 14 |
|